Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF

Hedgeye's Daniel Biolsi on state of the Consu...

Andrew WalkerAndrew Walker

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$DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital

Driven Brands ($DRVN) puked on a February accounting restatement. Kyle Mowery (GrizzlyRock Capital) walks through why Take 5 remains a crown jewel and could be worth the entire EV of the company (making the franchise and autoglass businesses a free option). We also dig into how t ...  Show more

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$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe

Rich Howe of Stock Spin-Off Investing makes the bull case for Liberty Global ($LBTYK): cheap on a sum-of-the-parts, an upcoming Ziggo spin to crystallize value, and a hidden ventures portfolio. Andrew pushes back hard on Malone, Fries, and Liberty's long history of value that nev ...  Show more

 . 53min 41sec

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